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How to Edit a Client Contact
Step 1: Click on Clients tab on the top menu
Step 2: On the Manage Clients screen, the list of all the existing clients will be displayed. Click on All Clients. Search the client for which client contact needs to be edited. To search a client, please refer “How to Search a Client”
Step 3: Hover mouse over the gear icon of the client for whom client contact needs to be edited and click on “Edit” icon
Step 4: On Edit Client screen, click on the Contacts tab present on the top of the screen
Step 5: The list of all the contacts for that client will be displayed. Go to the contact which you want to edit and Hover mouse over the gear icon of the client contact that needs to be edited and click on “Edit” icon
Step 6: On Edit Client Contact screen, update the changes in the Contact and click on save button.